Customer Experience Representative, Advanced Services

📋 Description

• Support initiatives to improve customer experience metrics (ASAT, QA) with cross-functional teams.
• Identify and analyze customer issues, providing timely, effective solutions.
• Develop SME in Options and Margin trading to handle complex queries.
• Use customer insights and data analytics to identify trends and propose solutions.
• Contribute to internal knowledge bases, training content, and onboarding.
• Address escalated issues with swift resolution while balancing compliance.

🎯 Requirements

• 2+ years of customer experience in financial services, incl. 1 year active trader role.
• Active Series 7 & 63.
• Desirable: Series 3 & 4.
• Collaborate with Product, Compliance, Engineering to improve functionality.
• Proven ability to de-escalate escalated customers.
• Familiarity with CRM tools (Salesforce).

🎁 Benefits

• Challenging, high-impact work to grow your career.
• Performance-driven pay with bonuses, equity, and 401(k) matching.
• Best-in-class health insurance for employees.
• Lifestyle wallet for wellness and learning.
• Employer-paid life, disability, fertility and mental health benefits.
• Time off to recharge including holidays, PTO, sick time, parental leave.